When using Participants Database to represent two or more classes of people or things, you sometimes need to customize the frontend edit form so that is only shows the fields that are relevant to the type of record that is getting edited. We can easily do this with a custom template.
If you’re not familiar with the use of custom templates, read this article: Using Participants Database Custom Templates
For our example, we are continuing the example used in “Multiple Databases” with Participants Database where you have a kid’s sports team and you have records for the players and the parents. We want to show a different record edit form for each of the two classes of people.
When someone wants to edit their record, they will typically use either a “private link” or a login page provided by the Particpant Login add-on. The way this works, when they go to their edit record page, we use a custom template to determine what kind of record edit form to show, and then the template invokes the record edit form with the desired parameters. It’s a template that uses shortcodes, as you will see.
As in the example, you have your fields organized into three groups: “contact”, “player” and “parent”. The “contact” group is used for all records and the other two are specific to the type of person. There is a field named “type” that tells us which type the record is for, and we use that to determine which set of field groups to show.
Here is a custom template that does that, it is named pdb-record-usertype.php
To use the template, use this shortcode on your record edit page:
That’s it! Of course, you’ll need to customize this to your particular situation, but that is the general technique.